美股无视选举恐慌，股指新高、原油大跌

AC 资本市场 | 2024-10-29 08:10

摘要：华尔街无视大选前的紧张情绪和即将发布的巨头公司财报，隔夜收盘上涨，再创新高；美元保持稳定，而油价因中东紧张局势缓和而下跌。道琼斯指数上涨0.65%，标普500指数上涨0.27%，纳斯达克指数上涨0.26%。美元指数（DXY）盘中波动，但最终收于104.30，几乎没有变化。随着市场定价认为以色列对伊朗的袭击将使双方回到“观望”状态，从而缓解中东紧张局势，而以军故意规避了伊朗的产油设施，导致油价隔夜暴

华尔街无视大选前的紧张情绪和即将发布的巨头公司财报，隔夜收盘上涨，再创新高；美元保持稳定，而油价因中东紧张局势缓和而下跌。

道琼斯指数上涨0.65%，标普500指数上涨0.27%，纳斯达克指数上涨0.26%。美元指数（DXY）盘中波动，但最终收于104.30，几乎没有变化。

随着市场定价认为以色列对伊朗的袭击将使双方回到“观望”状态，从而缓解中东紧张局势，而以军故意规避了伊朗的产油设施，导致油价隔夜暴跌。布伦特原油在亚洲大幅低开，布伦特期货最终下跌6.12%，报每桶71.20美元。

人们仍担心沙特阿拉伯可能会发起价格战以重新夺回亚洲市场份额。9月份低点每桶68.60美元的水平已接近在望，日收盘价若低于该水平，将是更大跌幅的技术信号。

USOIL H1

亚洲方面，日本执政的自民党在众议院失去多数席位的消息昨日得到确认。美元兑日元（USD/JPY）收高0.65%，位于153.20的阻力线，但日经225指数无视政治动荡上涨1.15%，因日元走弱。若美元兑日元在当前水平进一步盘整，可能为测试155.30的阻力位奠定基础，而日本期货市场的价格显示本周日本央行加息的可能性为零。

USDJPY H1

今天的亚洲日历非常平静，日本的失业率数据预计不会产生影响。在美国，市场将关注JOLTS职位空缺（预期7.99百万），寻找周五美国非农就业数据的线索。

重点将集中在科技巨头Alphabet的季度财报发布上。

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